Republican · House FL27
Wikipedia biography ↗Years Elected: About 5.8Rank: #49
Federal elected service; earlier service not yet verified.
25.57%
Cumulative estimated return
SPY: 13.01%
Outperformance: 12.56 percentage points
2025-10-24 – 2026-10-26
60.18%
Cumulative estimated return
SPY: 85.52%
Outperformance: -25.34 percentage points
2023-10-26 – 2026-10-26
12.67%
Cumulative estimated return
SPY: 67.86%
Outperformance: -55.19 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 104 parsed trades. Ranks use three-year return.
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| PRU | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $116.45Oct 30, 2026 | Unavailable |
| NLY | Not reported | $1 - $1,000 | Unavailable | Unavailable | $18.23Oct 30, 2026 | Unavailable |
| DBRG | Not reported | $1 - $1,000 | Unavailable | Unavailable | $16.00Sep 29, 2026 | Unavailable |
| OBE | Not reported | $1 - $1,000 | Unavailable | Unavailable | $11.80Oct 30, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Amgen Inc. - Common Stock (AMGN) [ST] | not_reported | 1.80358257598099226477527408 | 801.93 |
| Boeing Company (BA) [ST] | not_reported | 160.6642811982474134314859403 | 30254.69 |
| Brookfield Renewable Partners L.P. Limited Partnership Units (BEP) [ST] | not_reported | 1910.104856660192506235586424 | 54552.59 |
| Biogen Inc. - Common Stock (BIIB) [ST] | not_reported | 251.9745011110426427189392201 | 63563.09 |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | not_reported | 78.54196571896222107144756816 | 43084.98 |
| Citigroup, Inc. Common Stock (C) [ST] | not_reported | 308.1297064988145351327269275 | 37296.02 |
| Chubb Limited Common Stock (CB) [ST] | not_reported | 65.57843388666143328965234848 | 23394.45 |
| Salesforce, Inc. Common Stock (CRM) [ST] | not_reported | 303.8882369455555767710373832 | 75245.77 |
| Cisco Systems, Inc. - Common Stock (CSCO) [ST] | not_reported | 63.96563065586607029970356692 | 7051.57 |
| Chevron Corporation Common Stock (CVX) [ST] | not_reported | 37.77741052035130796109169893 | 8764.74 |
| Morgan Stanley Roth IRA ⇒ DigitalBridge Group, Inc. (DBRG) [ST] | not_reported | 32.62711864406779661016949153 | 521.71 |
| Datadog, Inc. - Class A Common Stock (DDOG) [ST] | not_reported | 157.1053665856084750042595080 | 44027.21 |
| FedEx Corporation Common Stock (FDX) [ST] | not_reported | 112.5060980691604940123439291 | 33817.08 |
| Corning Incorporated Common Stock (GLW) [ST] | not_reported | 429.2489969430167732280985805 | 54832.27 |
| Goldman Sachs Group, Inc. (GS) [ST] | not_reported | 71.63250652420559768635206172 | 63987.89 |
| Honeywell International Inc. (HON) [ST] | not_reported | 101.6937188310452871973946694 | 22299.40 |
| Meta Platforms, Inc. - Class A Common Stock (META) [ST] | not_reported | 11.43408663306226275549058325 | 7209.88 |
| Merck & Company, Inc. Common Stock (MRK) [ST] | not_reported | 373.0114770277405459664524755 | 52449.14 |
| Marvell Technology, Inc. - Common Stock (MRVL) [ST] | not_reported | 265.8851900254162775222154176 | 62158.64 |
| Microsoft Corporation - Common Stock (MSFT) [ST] | not_reported | 60.80397695676021527677055870 | 32384.20 |
| Morgan Stanley Roth IRA ⇒ Annaly Capital Management Inc (NLY) [ST] | not_reported | 22.38372093023255813953488372 | 408.73 |
| NVR, Inc. Common Stock (NVR) [ST] | not_reported | 1.246591564218825472506583150 | 7140.19 |
| Morgan Stanley Roth IRA ⇒ Obsidian Energy Ltd. (OBE) [ST] | not_reported | 81.64763458401305057096247961 | 979.77 |
| Woerner Trusts ⇒ Woerner Securities, Inc ⇒ NB Account SP ⇒ ONEOK, Inc. (OKE) [ST] | not_reported | 1068.078894901737396753061806 | 102920.08 |
| Okta, Inc. - Class A Common Stock (OKTA) [ST] | not_reported | 55.07540454109950578655007787 | 12117.14 |
| Prudential Financial, Inc. (PRU) [ST] | not_reported | 70.87615166548547129695251595 | 8206.75 |
| Peloton Interactive, Inc. - Common Stock (PTON) [ST] | not_reported | 2270.882483005440315929121631 | 11922.13 |
| QUALCOMM Incorporated - Common Stock (QCOM) [ST] | not_reported | 91.51889468225681092800494321 | 16436.79 |
| RH Common Stock (RH) [ST] | not_reported | 417.2267086185798233878374203 | 56626.01 |
| Sherwin-Williams Company (SHW) [ST] | not_reported | 66.40504047427970573227903360 | 22256.31 |
| Snowflake Inc. Common Stock (SNOW) [ST] | not_reported | 96.16325871893439528203809478 | 32209.88 |
| Space Exploration Technologies Corp. - Class A Common Stock (SPCX) [ST] | not_reported | 55.43693039263129828076892353 | 8143.69 |
| Woerner Trusts ⇒ Woerner Securities, Inc ⇒ NB Account SP ⇒ Targa Resources, Inc. (TRGP) [ST] | not_reported | 863.3647979739841141936226545 | 263049.99 |
| Ulta Beauty, Inc. - Common Stock (ULTA) [ST] | not_reported | 60.85096423890657180303313986 | 38051.93 |
| UnitedHealth Group Incorporated Common Stock (UNH) [ST] | not_reported | 3.74850672216042204481353853 | 1539.51 |
| United Rentals, Inc. Common Stock (URI) [ST] | not_reported | 11.08152460410954459887964750 | 12432.36 |
| Venture Global, Inc. Class A common stock (VG) [ST] | not_reported | 559.8670398880335899230230931 | 7703.77 |
| Voyager Technologies, Inc. Class A Common Stock (VOYG) [ST] | not_reported | 1071.708546258204291656714214 | 26556.94 |
| Whirlpool Corporation Common Stock (WHR) [ST] | not_reported | 357.1915759737816419792447574 | 9447.72 |
| Woerner Trusts ⇒ Woerner Securities, Inc ⇒ NB Account SP ⇒ Williams Companies, Inc. (WMB) [ST] | not_reported | 2153.330462245190927361469997 | 154501.46 |
| Woerner Trusts ⇒ Woerner Securities, Inc ⇒ Morgan Stanley 2 ⇒ Airbnb, Inc. - Class A (ABNB) [ST] | spouse | 58.76671073894520346701924489 | 10052.05 |
| Antero Resources Corporation Common Stock (AR) [ST] | spouse | 2044.046636637345569718495560 | 84909.70 |
| Clearway Energy, Inc. Class C Common Stock (CWEN) [ST] | spouse | 154.015797246663915348067853 | 4837.64 |
| DT Midstream, Inc. Common Stock (DTM) [ST] | spouse | 527.3486938179458056141489534 | 66920.55 |
| Woerner Trusts ⇒ Woerner Securities, Inc ⇒ NB Account ⇒ Enterprise Products Partners L.P. (EPD) [ST] | spouse | 6641.385199240986717267552182 | 245731.25 |
| Woerner Trusts ⇒ Woerner Securities, Inc ⇒ NB Account ⇒ Energy Transfer LP Common Units (ET) [ST] | spouse | 217391.3405797101449275362319 | 4478261.62 |
| Occidental Petroleum Corporation Common Stock (OXY) [ST] | spouse | 630.0988755331523846452113222 | 40370.43 |
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
120 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| BIIB — Biogen Inc. - Common Stock (BIIB) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| BA — Boeing Company (BA) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| BEP — Brookfield Renewable Partners L.P. Limited Partnership Units (BEP) [ST] | Not reported | Sale | Sep 24, 2026 | Oct 12, 2026 |
| CB — Chubb Limited Common Stock (CB) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| CSCO — Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Not reported | Sale (mixed sale types)Source rows (2)$16,002–$65,000 Original ↗ · Row 8 · Ptr Original ↗ · Row 9 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| C — Citigroup, Inc. Common Stock (C) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| GLW — Corning Incorporated Common Stock (GLW) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| DDOG — Datadog, Inc. - Class A Common Stock (DDOG) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| FDX — FedEx Corporation Common Stock (FDX) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| GE — GE Aerospace Common Stock (GE) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 18 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| GS — Goldman Sachs Group, Inc. (GS) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| HONA — Honeywell Aerospace Inc. - Common Stock (HONA) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| HON — Honeywell International Inc. (HON) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| MRVL — Marvell Technology, Inc. - Common Stock (MRVL) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 24 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 25 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| META — Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 26 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 29 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| MRNA — Moderna, Inc. - Common Stock (MRNA) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 30 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| OKTA — Okta, Inc. - Class A Common Stock (OKTA) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 31 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| PTON — Peloton Interactive, Inc. - Common Stock (PTON) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 34 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| RH — RH Common Stock (RH) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 35 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 36 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| SNOW — Snowflake Inc. Common Stock (SNOW) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 37 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| SPCX — Space Exploration Technologies Corp. - Class A Common Stock (SPCX) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 40 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| URI — United Rentals, Inc. Common Stock (URI) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 41 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 42 · Ptr | Sep 24, 2026 | Oct 12, 2026 |
| META — Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 27 · Ptr Original ↗ · Row 28 · Ptr | Sep 22, 2026 | Oct 12, 2026 |
| CSCO — Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr | Sep 8, 2026 | Oct 12, 2026 |
| GLW — Corning Incorporated Common Stock (GLW) [ST] | Not reported | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 11 · Ptr Original ↗ · Row 12 · Ptr | Sep 8, 2026 | Oct 12, 2026 |
| GLW — Corning Incorporated Common Stock (GLW) [ST] | Not reported | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 13 · Ptr Original ↗ · Row 15 · Ptr | Sep 4, 2026 | Oct 12, 2026 |
| IBM — International Business Machines Corporation Common Stock (IBM) [ST] | Not reported | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 22 · Ptr Original ↗ · Row 23 · Ptr | Sep 4, 2026 | Oct 12, 2026 |
| OKTA — Okta, Inc. - Class A Common Stock (OKTA) [ST] | Not reported | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 32 · Ptr Original ↗ · Row 33 · Ptr | Sep 4, 2026 | Oct 12, 2026 |
| SNOW — Snowflake Inc. Common Stock (SNOW) [ST] | Not reported | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 38 · Ptr Original ↗ · Row 39 · Ptr | Sep 4, 2026 | Oct 12, 2026 |
| CVX — Chevron Corporation Common Stock (CVX) [ST] | Not reported | Purchase | Sep 2, 2026 | Oct 12, 2026 |
| IBM — International Business Machines Corporation Common Stock (IBM) [ST] | Not reported | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Ptr | Aug 24, 2026 | Sep 11, 2026 |
| CB — Chubb Limited Common Stock (CB) [ST] | Not reported | Sale | Aug 19, 2026 | Sep 11, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | PurchaseSource rows (2)$30,002–$100,000 Original ↗ · Row 5 · Ptr Original ↗ · Row 6 · Ptr | Aug 19, 2026 | Sep 11, 2026 |
| MRNA — Moderna, Inc. - Common Stock (MRNA) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr | Aug 19, 2026 | Sep 11, 2026 |
| MRNA — Moderna, Inc. - Common Stock (MRNA) [ST] | Not reported | Purchase | Aug 19, 2026 | Sep 11, 2026 |
| QCOM — QUALCOMM Incorporated - Common Stock (QCOM) [ST] | Not reported | Sale | Aug 19, 2026 | Sep 11, 2026 |
| QCOM — QUALCOMM Incorporated - Common Stock (QCOM) [ST] | Not reported | Sale | Aug 12, 2026 | Sep 11, 2026 |
| SPCX — Space Exploration Technologies Corp. - Class A Common Stock (SPCX) [ST] | Not reported | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 11 · Ptr Original ↗ · Row 12 · Ptr | Aug 12, 2026 | Sep 11, 2026 |
| BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Not reported | Purchase | Aug 7, 2026 | Sep 11, 2026 |
| BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Not reported | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Jul 28, 2026 | Sep 11, 2026 |
| CARR — Carrier Global Corporation Common Stock (CARR) [ST] | Not reported | SaleSource rows (2)$16,002–$65,000 Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Ptr | Jul 28, 2026 | Sep 11, 2026 |
| CB — Chubb Limited Common Stock (CB) [ST] | Not reported | PurchaseSource rows (2)$30,002–$100,000 Original ↗ · Row 5 · Ptr Original ↗ · Row 6 · Ptr | Jul 1, 2026 | Sep 11, 2026 |
| VOYG — Voyager Technologies, Inc. Class A Common Stock (VOYG) [ST] | Not reported | Purchase | Jun 15, 2026 | Sep 11, 2026 |
| BEP — Brookfield Renewable Partners L.P. Limited Partnership Units (BEP) [ST] | Not reported | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 2 · Ptr Original ↗ · Row 5 · Ptr | Jun 4, 2026 | Sep 11, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | Sale | Jun 4, 2026 | Sep 11, 2026 |
39 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.